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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $543,042 | $138,078+293.3% | $125,363+333.2% | $134,509+303.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.87% | 750.49%-769.4pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $9,850 | $7,800+26.3% | $7,447+32.3% | $6,400+53.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |